Executive Relationship Manager

Our client is from a top tier bank and looking for a Executive Relationship Manager to take over a creamy portfolio with high investment holding. Only experienced RM would be considered.

Provide financial planning services to high-net-worth customers Provide personalised service for this segment of customers to build and maintain good relationships Promote investment, insurance and banking products for optimising new business opportunities Assist the team head in providing coaching to Relationship Managers Manage operational risk and observe the relevant policies /guidelines and compliance requirements